Licensed P&C Commercial Insurance Account Manager

Job Description

Job Description

Local Insurance Company / Licensed Property & Casualty Commercial Insurance Account Manager

Pay : $20 + DOE

Hours : Monday - Friday

Job Duties :

Pre-qualify and analyze prospect. Obtain all information needed for quoting

Enter prospects information through agency comparative rater & carrier quoting systems to determine best rates and fit for the client

Present quote to client & review coverages

• Solicit other lines of business for account rounding
• If writing policy, obtain signatures, payment information, and any additional required information.
• Review issued policy for accuracy
• Forward binder, ID cards, policy or any required document to insured & or mortgagee
• Attach all required documents into client electronic file in agency management system
• Update client file with all required notes and client correspondence
• Process client payments and answer client billing inquiries
• Process loss payee and mortgagee changes on carrier websites
• Take mortgagee calls to confirm premium, coverages & mortgagee clause
• Process endorsements as needed
• Process cancellations
• Send account round emails to clients, call and follow up
• Process claim emails / calls as they come in
• Misc. projects as they come up
• Run renewal report and document premium changes in client file & agency spreadsheet
• Re-shop with carriers if necessary
• If able to find a better coverage for premium, present quotes and go through quoting steps above
• If no better options are found, send appropriate email to client
• Generates quarterly renewal reports in Excel
• Prepares summaries of insurance, schedules and proposals as needed for account review
• Remarkets renewals, contacts clients, creates renewal proposals and handles other renewal activities (review quotes w / other carriers)
• Creates and sends certificates of insurance for commercial accounts

Applicant Requirements :